Manager, Business Tax Services - 5500 Preparation

KPMG LLP; Virginia Beach (VA); On-site; USD 110,000 - 150,000; Full time

Job summary

KPMG is seeking a Manager in Business Tax Services – Employee Benefits Compliance in Virginia Beach, VA. You will lead a team in the preparation, review, and filing of Form 5500s for employee benefit plans while ensuring ERISA and IRS compliance.

You will manage client needs across varied engagements, oversee data analysis, and collaborate with internal teams and auditors. Strong leadership, communication, and project management skills are required.

Qualifications

• Minimum five years in employee benefit plan compliance, tax or audit.
• At least two years in supervisory or leadership role.
• Deep understanding of ERISA and IRS regulations.
• Experience with Form 5500, 8955-SSA, 720 and 5330.
• Bachelor’s degree required; professional credentials listed by firm.

Responsibilities

• Lead and manage a team in the preparation, review, and electronic filing of Form 5500s.
• Oversee data gathering and analysis to ensure ERISA and IRS compliance.
• Deliver Form 5500 and related filings (e.g., 8955-SSA, 720, 5330) for diverse client portfolios.
• Serve as primary contact for internal teams, clients and auditors.
• Monitor engagement risk, billing, and project budgets.
• Stay updated on evolving Form 5500 requirements.
• Uphold KPMG’s professional and respectful work environment.

Skills

Leadership

Project management

Problem-solving

Communication

Interpersonal skills

Education

Bachelor’s degree

CPA/JD/LLM/EA

Job description

KPMG is currently seeking a Manager, Business Tax Services - Employee Benefits Compliance to join our Business Tax Services practice.

Responsibilities:

• Lead and manage a team of associates in the preparation, review, and electronic filing of Form 5500s for a diverse portfolio of employee benefit plans and direct filing entities
• Oversee the gathering, analysis, and interpretation of financial and participant data, ensuring accuracy and compliance with federal regulations, including ERISA and the Internal Revenue Code
• Deliver on client needs of various size and scope within the Form 5500 compliance services sector, to include, but not limited to Forms 5500, 8955-SSA, 720 and 5330
• Act as first point of contact for internal teams across service lines and external clients and auditors
• Facilitate risk and financial performance of engagements, including billing, collections, and the budget for projects
• Monitor evolving compliance requirements for Form 5500 filers
• Act with integrity, professionalism, and personal responsibility to uphold KPMG’s respectful and courteous work environment
  

Qualifications:

• Minimum five years of recent, relevant experience in employee benefit plan compliance, tax or audit, with at least two years in a supervisory or leadership rol
• Bachelor’s degree from an accredited college or university; Licensed CPA, JD/LLM or EA, in addition to others on KPMG’s approved credential listing; any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list
• Deep understanding of ERISA and IRS regulations related to employee benefit plans
• Proven leadership, project management and problem-solving abilities
• Excellent communication and interpersonal skills, with a track record of building strong client and team relationships